Girts Rubenis

I’m amazed at the development of this technology. Our sales process hasn’t fundamentally changed, but CRM really makes it much more efficient and friendlier for everyone involved. It’s an incredibly powerful tool.

Scott Dukart

We’re working on our next phase with Ledgeview Partners right now. If you’re ready to make the move to CRM, I can’t give you a better recommendation than to tell you the story of our experience. Ledgeview delivered what they said they would. It was flawless.

Adam Hale

I’ve come to trust Ledgeview. They’ve been a good business partner for us. They stay in contact with you enough to get a sense of who you are, and how decisions are made at your company. They make sure you have the right information to make the decisions you need to make.

Patrick Kinsella

Our decision to partner with Ledgeview was the most important factor in the success of our project. Their team’s flexibility to guide us through the scoping process and accommodate our transforming business requirements speaks volumes of their product knowledge and commitment to client success.

Mary Silver

As far as working with Ledgeview goes, I would say do it. I really don’t think I can say anything negative about Ledgeview, and that says a lot coming from someone with years of experience in the software world.

Corey McCort

I really liked the fact that Ledgeview didn’t overpromise. They were very candid about the capabilities that existed, and the ones that were still being built. I knew what I was getting, and the likelihood of getting other features I wanted in the future.

Keith Harkonen

It’s an unbelievable partnership. They’re a great company, and good people. Very professional, and good at talking through the details. Our working relationship was very much a two-way street with both companies sharing information back and forth to achieve our project goals.

COMPANY SIZE

INDUSTRY

"From my perspective, the best part has been after we have gone live, having Steve as a resource as well as the help desk. If we don’t have our call answered immediately, they ca…"
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Josh Isbill

From my perspective, the best part has been after we have gone live, having Steve as a resource as well as the help desk. If we don’t have our call answered immediately, they call us back within just a few minutes and we’re able to work through a solution to whatever issue we’re having. The follow-up service has just been fantastic for me and our users.

Nathan Zuercher

We worked with a lot of consulting firms, and hardly anyone takes a proactive response like Ledgeview. We have had guys that show up, and, yeah, they’re technical and they can provide some sort of after-sales or whatever add-ons, but it really wasn’t like that. It was straight up with Ledgeview.

Rachel Reed

Utilization has significantly increased since we implemented Salesforce. And having that increased utilization is going to help us with our future sales and marketing efforts and make them more efficient. We’re really picking up the pace with Salesforce.

Sharon Eickert

Ledgeview Partners took the time to understand our world and what we’re trying to accomplish. That was key. They kept the project on task, understood the technological infrastructure needed to achieve our goals, and were super responsive to our needs and questions. They were completely reliable. They just never dropped the ball.

Anthony Darden

I had a lot of visibility in the Microsoft Dynamics CRM community with a lot of different partners, but Ledgeview was always at the top. Once I started the conversation with Ledgeview, it was clear they excelled at having different experts available to ensure a successful CRM rollout.

Jim Ross

The adequacy of the software development is important, but you must have a good business and technology partner to help you accomplish what your goals are with it. Looking at value, we made a good decision with Ledgeview. The partnership with Ledgeview is a dynamic team for Dynamics 365.

"I think what we were most impressed with right away were the questions they asked about what our needs were. They really listened to us and thought about…"
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Teri Sullivan

I think what we were most impressed with right away were the questions they asked about what our needs were. They really listened to us and thought about what we were trying to accomplish and what the best way to get there was without being too disruptive, not only to our current system but our team here.

COMPANY SIZE

INDUSTRY

"These days, we’re not so much selling the company as much as we are selling our personnel.
Potential clients want to know about the people who are going to work on their project and that the project manager has wor…"
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Jeff Bowen

These days, we’re not so much selling the company as much as we are selling our personnel.
Potential clients want to know about the people who are going to work on their project and that the project manager has worked on jobs just like the one they are building and that the project team has experience building the type of project they are going to build for them. CRM allows us to get into that detail and find those individuals.

Kay Halbrook

We had interactive meetings, which were great. They kept up with everything we were trying to do, which was awesome. When we revamped the ordering system, for example, they redid stuff within a day, which was really impressive. Ledgeview felt very much like a partner. They were willing to invest in what we were doing.

Tom Krause

Ledgeview made things easy, and they were great to work with. We could talk through the process without getting too technical, instead focusing on what we needed the system to accomplish. Their deep understanding of our business made a big difference in the process.

Karen Bebow

I would definitely recommend Ledgeview to others. They’ve invested in a knowledgeable staff of CRM experts. Regardless of the phase of the project you’re in, Ledgeview employees are there to assist you every step of the way. They go the extra mile to make sure the project is a great success.

Harriet Redman

We needed a comprehensive, relationship-building based CRM. I interviewed a lot of different organizations about CRM over the course of four to five years, gathering information little by little. Nothing was standing out.

Staci Terstriep

The savings in time spent pulling information adds up pretty quickly, not to mention how much it improves our service to our customers by being able to access that same detailed information on-site out in the field instantly.

Maranda McArthur

Ledgeview was phenomenal. They walked us through every part of our complex needs. They customized Dynamics to fit these needs, plus they provided the training we needed to thrive. It was super helpful, and every person we worked with was fantastic.

"The Inside Sales program was new to us. We had never experienced it before, but after going through the ISO program presentation with Ledgeview; the benefits, and being able to utilize a rep as…"
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Don Di Vite

The Inside Sales program was new to us. We had never experienced it before, but after going through the ISO program presentation with Ledgeview; the benefits, and being able to utilize a rep as we would in our own facilities, we leaned towards Ledgeview’s expertise. We wanted to bring in someone who is a professional. It was clear that this was Ledgeview’s field of expertise, not ours.

Kyle Smeback

It went flawlessly. In fact, even with an aggressive timeline, Ledgeview Partners was able to guide VitalWare through installation and configuration faster than planned, completing the transition a month and a half ahead of schedule.

Kevin Baum

We’ve had bad consultant experiences in the past. As a group, we talked about why those experiences were bad. We realized it was mostly because those consultants were bad at business analysis. Ledgeview was different. We trusted them. They weren’t trying to sell us something, they were concerned with adding value.

COMPANY SIZE

INDUSTRY

"Choosing Ledgeview Partners was a great benefit to formalizing the process throughout design, development, testing, and implementation. Ledgeview was able to provide guidance even when our internal proc…"
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Kurt Conway

Choosing Ledgeview Partners was a great benefit to formalizing the process throughout design, development, testing, and implementation. Ledgeview was able to provide guidance even when our internal processes had gaps. As a result of the effectiveness of the system and the smooth deployment, our organization has been requesting access to CRM, which is creating a pull. End user adoption is not an issue.

"Ledgeview never hesitates to bring new functionality ideas or requirements to us to discuss.
They knew that Ledgeview Partners wasn’t going to give up until a process was fully discussed and examined and all of the is…"
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Mark Panzica

Ledgeview never hesitates to bring new functionality ideas or requirements to us to discuss.
They knew that Ledgeview Partners wasn’t going to give up until a process was fully discussed and examined and all of the issues resolved. Everyone we have worked with has been great And as with any business, keeping costs down is crucial. We know that Ledgeview Partners is not going to nickel and dime us for every little change in the system.

David Knickmeier

We sat in on Ledgeview’s presentation at the conference, and that’s when we knew which platform to choose, and that we were going to work with Ledgeview. We liked the way they presented. It was clear, and it really showed how knowledgeable they were. When they were finished, it was clear what we should do next.

Jodie Gilroy

We chose Ledgeview because they did a lot of implementations close to our size, and their manufacturing and distribution expertise was important. Plus, their client references showed loyalty and longevity.

Mark Leara

The Ledgeview team made the difference. Today we have a thriving and growing inside sales team. Thanks to Ledgeview, our CRM is fully implemented and operating, giving our sales team instant access to important customer and prospective customer information.

Testimonials & Customer References of individual Ledgeview Partners customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if Ledgeview Partners is the right business software or service for your company.

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